Create and manage templates

- [Narrator] If you send a lot of messages through Recruiter, you'll probably want to take advantage of the feature that allows you to create templates, saving you time, and making your communication more efficient. Earlier we took a look at how to send InMails to candidates by sending an InMail to Tracy Westbay. Let's take a look at how to create templates, though. Right now, I'm inside of a project and here is Marcus Wellsville, another person in our pipeline. Now I want to go over to the right hand side and click on that envelope icon. This is where we can start crafting a message. And remember when we did this, that it asked if we wanted to search for a template. When I did, I had some shared ones, but I didn't have any templates yet. So let's take a look at how to create one. I'm going to navigate back to the Recruiter homepage, and up here at the top, I can select my profile icon and then navigate down to Product Settings. Over on the left hand side, under Recruiting Settings, I want to select Message Templates. When I do this, I can see that I do have some from my organization that were shared with me, but I don't have any of my own yet. Now I can create a new one here or go in that upper right corner and click Create New Template. When I do, we get this same slide out box that we saw when we were creating an InMail, and the process is very similar. First, you want to name your template, something that you'll be able to recognize. I'm going to name this one Sales Manager San Francisco, so I remember what it's for. We can decide how we want to send that and when. I'll go InMail, Immediately, we can then leave a subject line and I'm going to create this one very similar to the message I sent before. So exciting sales manager opportunity. Below this, we can paste in the message or type in the message. I'm going to paste one here I already have, just to save some time, format that a little bit better. Now in here, I just have a very similar message that's concise. It's letting them know what the highlights are of the role, and then at the end, it does have that call to action. So below that, I can see that the person sending this out is Oliver Schinkten, who is me. And that again, is why I emphasized earlier that it's important to have a good personal brand of your own, to have a LinkedIn profile that when people go look at it, you're going to look professional and look respectable. Below this, we have follow up if we want to create a follow up InMail, but I do not want to do this at that time. And then you can decide who you want to make the template visible to. So is this just for you or is it for everyone in your organization? In my case, it's just for me. Down below it, you can see here these squiggly lines and those are variables that you can insert. This is one way that you can customize these templates. I'll show you what I mean. Up at the top, it just says Hello, which isn't as nice as the previous one was, where we typed in their name. But if next to Hello, I put a space, and then I'm going to go down and click on that squiggly variable and we can select from first name, last name, and full name. I'm going to select first name. After it, I will put a comma, and now what will happen is that when I send this out to someone, it will automatically enter their first name in here, where it currently says first name. So that is a great way to customize it. Now when I'm done, I can go to the bottom and click Save. I'm going to do that. And now you can see that in here, I have my first message template that I can use. So now when I'm going to message someone, I can select that template and save a lot of time. Be sure to use templates as a way to make your communication more efficient and effective.